PE, VC, and angel funds. Partnership tax, through and through.
A fund is a partnership return with higher stakes: allocations that must be right, K-1s that must be on time, and investors who notice both. This practice does that work with investment-management experience behind it, for the fund, the GP, and you.
Schedule a consultationEvery layer of the structure
Fund returns (1065)
Partnership returns for PE, VC, and angel funds: allocations, capital accounts, and investor K-1 packages delivered on the timeline your investors expect.
SPVs and syndicates
One-deal vehicles with clean, timely K-1s. The paperwork stays proportional to the deal, and nothing surprises your investors in March.
The management company
The GP and management entities alongside the fund: S-corp or LLC returns, owner compensation, and multi-entity coordination by one CPA.
The investor side
Your own return with fund K-1s, basis tracking, and multi-state footprints handled by someone who reads K-1s for a living.
Where the engagements land
Partnership (1065) pricing is from $1,500 for basic: 2–3 partners, single state. Multi-state or special allocations: $3,500+. Investment / real-estate partnerships & syndications are typically $3,500+, scoped to the fund’s structure and investor count. GP entities and investor returns are quoted alongside, fixed before work begins.
See full pricingYour investors judge the K-1s. So do we.
A free 15-minute call about the fund, the GP, or your own return.
Schedule the call